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Insurance Agent
4 months ago
This is a great opportunity for the right candidate
Insurance Agent Benefits Include:
- Paid Vacation, Sick and Holidays
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401k with matching contributions
- Volunteer Paid Time Off
- Banking Benefits
- And more
Insurance Agent Overview
Responsible for sales and retention of profitable insurance business for the agency
- Prospect for new sales leads
- Obtain all information needed for rating and issuance of proposals
- Complete insurance applications using the agency management system
- Provide risk management advice to clients
- Collect premiums
- Make sales in accordance with agency goals and direction
- Team with account executives to service and renewal of existing accounts
- Actively participate in necessary training sessions and maintain continuing education related to regulatory standards
- Adhere to Bank’s security and audit procedures and demonstrate compliance with applicable banking laws, regulations and the Bank’s policies and procedures, including Bank Secrecy Act
Insurance Agent Qualifications:
- Minimum two years’ experience in sales
- Strong understanding of financial statements
- Knowledge of customer service principles and practices
First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.